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Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

WM holding history

Waste Management Inc in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
137,479
Value
$30.6M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of WM by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026137,479$30.6M0.7%+1,617+1.2%AddedHolders
Q1 2026135,862$31.2M0.8%+1,391+1.0%AddedHolders
Q4 2025134,471$29.5M0.8%+189+0.1%AddedHolders
Q3 2025134,282$29.7M0.8%+1,032+0.8%AddedHolders
Q2 2025133,250$30.5M0.9%−1,269−0.9%ReducedHolders
Q1 2025134,519$31.1M1.0%−1,887−1.4%ReducedHolders
Q4 2024136,406$27.5M0.9%−697−0.5%ReducedHolders
Q3 2024137,103$28.5M0.9%−402−0.3%ReducedHolders
Q2 2024137,505$29.3M1.0%−5,188−3.6%ReducedHolders
Q1 2024142,693$30.4M1.0%−3,964−2.7%ReducedHolders
Q4 2023146,657$26.3M0.9%−1,496−1.0%ReducedHolders
Q3 2023148,153$22.6M0.9%−829−0.6%ReducedHolders
Q2 2023148,982$25.8M1.0%−1,844−1.2%ReducedHolders
Q1 2023150,826$24.6M0.9%−1,090−0.7%ReducedHolders
Q4 2022151,916$23.8M0.9%−3,631−2.3%ReducedHolders
Q3 2022155,547$24.9M1.0%−2,720−1.7%ReducedHolders
Q2 2022158,267$24.2M1.0%−2,664−1.7%ReducedHolders
Q1 2022160,931$25.5M0.9%+114+0.1%AddedHolders
Q4 2021160,817$26.8M0.9%−700−0.4%ReducedHolders
Q3 2021161,517$24.1M0.9%+1,037+0.6%AddedHolders
Q2 2021160,480$22.5M0.9%+1,107+0.7%AddedHolders
Q1 2021159,373$20.6M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.